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4 Sycamore Creek Drive, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| SC | RA | APPROVED | 2026-01-05 |
| OH | RA | APPROVED | 2023-08-30 |
| TX | RA | APPROVED | 2023-08-06 |
Branch Locations
4 Sycamore Creek Drive, Springboro, OH 45066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axim Planning & Wealth | Springboro | OH | 07/2023 | Present |
| Colburn Financial | Fayetteville | AR | 11/2019 | 07/2023 |
| Dc Building | Damascus | OR | 01/2010 | 11/2019 |
| Loftis Retirement Solutions, Llc | Meridian | ID | 03/2023 | Present |
Name of the other business; Loftis Retirement Solutions, LLC. Whether the business is investment-related; No. Address of the other business; 4620 N Arches Way. Meridian, ID 83646. Nature of the other business; Insurance. Position; Owner. Title, or relationship with the other business; Owner. Start date of your relationship; 3/1/2023. Approximate number of hours/month you devote to the other business; 15 Hours Per Month. Number of hours you devote to the other business during securities trading hours; 3 Hours Per Week. Briefly describe your duties relating to the other business; Insurance Planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-17 |
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